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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3026	ATS Ashton Thomas Securities Rochester, New York	$235K	-$219K	1	0.06%	Reduced
3027	SWM Stockman Wealth Management Billings, Montana	$234K	-$2.54K	1	0.04%	Reduced
3028	TA TruWealth Advisors Metairie, Louisiana	$234K	+$245K	1	0.01%	New
3029	AA Aire Advisors Beverly Hills, California	$234K	+$1.2K	1	0.05%	Increased
3030	WF Wayfinding Financial Lynnwood, Washington	$234K	+$245K	1	0.13%	New
3031	AFC AFT Forsyth & Company West Palm Beach, Florida	$234K	$0	1	0.11%	Maintained
3032	FF Fluent Financial Dallas, Texas	$233K	-$900K	1	0.1%	Reduced
3033	KWM KFG Wealth Management Granger, Indiana	$233K	+$9.59K	1	0.04%	Increased
3034	KPWG KFA Private Wealth Group Tysons, Virginia	$233K	-$4.02K	1	0.1%	Reduced
3035	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$233K	+$604	3	0.09%	Increased
3036	Aristotle Capital Management Los Angeles, California	$232K	$0	1	0%	Maintained
3037	SA Sovran Advisors San Diego, California	$232K	+$245K	1	0.03%	New
3038	AIP Arrowpoint Investment Partners Singapore	$231K	+$242K	1	0.05%	New
3039	HCM Harvey Capital Management Palm Beach, Florida	$231K	$0	1	0.05%	Maintained
3040	RCP Rothschild Capital Partners New York	$231K	+$242K	1	0.06%	New
3041	HFAS Hummer Financial Advisory Services Chicago, Illinois	$231K	-$878K	1	0.18%	Reduced
3042	Livforsakringsbolaget Skandia Stockholm, Sweden	$231K	$0	1	0.01%	Maintained
3043	IWM Integris Wealth Management Monterey, California	$230K	-$58.4K	1	0.07%	Reduced
3044	SFI SPC Financial Inc Rockville, Maryland	$230K	+$240K	1	0.02%	New
3045	RFW Rainier Family Wealth Tacoma, Washington	$230K	+$262K	1	0.28%	New
3046	FC Financial Council Towson, Maryland	$228K	$0	1	0.12%	Maintained
3047	MWM MBE Wealth Management Tomah, Wisconsin	$228K	$0	1	0.13%	Maintained
3048	WA WP Advisors San Francisco, California	$227K	+$237K	1	0.08%	New
3049	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$227K	+$362	3	0.05%	Increased
3050	AGC Aspen Grove Capital Avon, Colorado	$227K	$0	1	0.05%	Maintained